tag:blogger.com,1999:blog-2335748440449035592.post4699868233049697480..comments2008-12-22T12:26:49.832-05:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-2335748440449035592.post-36795447522713872132008-05-05T11:54:00.000-04:002008-05-05T11:54:00.000-04:00sliman<BR/><BR/>depends on your style<BR/>many investors buy breakouts like this to sell to the next higher bidder (they hope)<BR/>myself, I wait for pullbacks as is obvious for those who follow... ANR was $46 2 sessions ago where I was adding. Just like with fertilizer where everyone was antsy to jump in, there are always opportunities along the way<BR/><BR/>mad, I have DRYS in a small stake - they are looking very good (the whole group)<BR/><BR/>I think their shelf life will be shorter than the actual products they ship in terms of as an investing theme but for traders they are good vehicles. But when they break down, they break down a lot worse than the stuff they ship so from an investor vs trader point of view there are differences. <BR/><BR/>It's all the same theme - just different ways to play it.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-68830866324475516252008-05-05T11:42:00.000-04:002008-05-05T11:42:00.000-04:00great call on coal man, you've been right on all along so kudos.<BR/><BR/>also, just wanted to mention the bulk shippers. DRYS in particular is breaking out on the chart. And, they've got earnings coming up in a few weeks, so keep an eye out on that sector it seems to be exploding.<BR/><BR/>not sure how you feel about that group for an investment. they're well off their highs and the fundamentals just keep getting better as i monitor them (expanding margins and returns on equity on a quarterly basis). and, like the rails, obviously tied to the whole coal, fert, commodities thing.madhatterhttp://www.blogger.com/profile/09190401467783694097noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-31114225293907012952008-05-05T11:15:00.000-04:002008-05-05T11:15:00.000-04:00ANR is way above its 200 ma. Would you wait for a pull back to start a new position?slimanhttp://www.blogger.com/profile/02885545198067762872noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-61589532849947284102008-05-05T10:57:00.000-04:002008-05-05T10:57:00.000-04:00No, that is 1 I don't follow<BR/><BR/>There are some more speculative names like ICO and JRCC if you prefer that sort of thing.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-71145651679074098422008-05-05T10:50:00.000-04:002008-05-05T10:50:00.000-04:00Do you have an opinion on NCOC as a coal play,<BR/><BR/>stock is basing nicely technically in what weems to be a 4th wave Elliot Triangle, with positive volume coming in todaypiazzihttp://www.blogger.com/profile/08013122913500639807noreply@blogger.com